Welcome to AG Financial

At AG Financial, we have developed a simple and straightforward approach to wealth management rooted in strategy, personalization and fostering long-term client relationships. We recognize that the financial goals of our clients are very diverse and demand a highly customized, scalable plan to achieve the desired outcome. With an unwavering commitment to understanding the needs, lifestyle and objectives of each and every family we work with, we strive to orchestrate a personal financial planning process that drives powerful results and sustainable success.   

AG Financial

Salt Lake City Branch:
2825 East Cottonwood Pkwy, Suite 500
Salt Lake City, UT 84121
P 801-990-3470
TF 866.990.3470
F 801.990.3469

Scottsdale Branch:
16427 N. Scottsdale Rd., Ste. 410
Scottsdale, AZ 85260
P 480.656.2850
(By Appointment Only)